Build connection with connected financial journeys.
Imagine this – a customer begins filling in a mortgage application online. Halfway through, they get stuck. They take it upon themselves to call customer service or visit a branch in person, only to be asked the same questions all over again – as if they’re strangers.
The same day, they get an email inviting them to learn more about a credit card offer without any recognition of the initial interaction. Such a disjointed and impersonal experience succeeds in one thing – turning an enthusiastic homebuyer into a frustrated customer.